Mariner

Mariner Portfolio holdings

AUM $77.4B
1-Year Est. Return 22.02%
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.98B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$38.4M
3
+$36.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
TGT icon
Target
TGT
+$33.5M

Top Sells

1
+$34.8M
2
+$27.3M
3
+$24.6M
4
SYY icon
Sysco
SYY
+$20.1M
5
MET icon
MetLife
MET
+$18.5M

Sector Composition

1 Technology 12.47%
2 Healthcare 8.23%
3 Financials 6.25%
4 Consumer Discretionary 5.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$773K 0.01%
13,092
-259
527
$769K 0.01%
62,330
-2,692
528
$769K 0.01%
34,242
-11,450
529
$759K 0.01%
29,947
-254
530
$754K 0.01%
10,437
-1,270
531
$749K 0.01%
10,649
-1,080
532
$747K 0.01%
14,873
-8,582
533
$746K 0.01%
12,967
534
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12,699
+73
535
$739K 0.01%
12,141
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536
$732K 0.01%
39,049
-532
537
$731K 0.01%
11,122
-1,687
538
$726K 0.01%
28,679
-25,501
539
$726K 0.01%
206,510
+104,351
540
$720K 0.01%
36,092
+19,081
541
$719K 0.01%
42,275
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542
$716K 0.01%
210,563
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543
$711K 0.01%
20,839
-1,183
544
$711K 0.01%
14,205
-1,113
545
$704K 0.01%
+22,013
546
$703K 0.01%
203,747
547
$697K 0.01%
+83,920
548
$691K 0.01%
18,937
+7
549
$691K 0.01%
27,511
-12,242
550
$691K 0.01%
16,702
+1,490
20 21
22
23 24